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Procentive Feature Suggestions

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343 results found

  1. Change color of links once clicked on

    There are many places in the program with dozens or hundreds of links. It is often difficult to track which have been clicked on and addressed already and which still need attention. Could you build in the capacity for links to change color when clicked on, similar to functionality seen in search engine result listings?

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Create a new report to identify what charts have been blocked to staff

    There are charts that get staff access blocked and there are staff that block access from their staff however there is not a report that can be run to identify what client charts have been blocked. If there is a report created, this will help ease the process for running chart access reports on who should be accessing.

    2 votes

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  3. 55 minute appointments

    It would be very helpful if you added "55 minutes" to the drop-down options under Duration in Appointments (currently 45, 50 and 1 hour are options). Our sessions are usually 50 minutes or 55 minutes, not an hour, and there is a very important difference billing-wise between 50 and 55 minutes. This would be a very simple change on your end that would save us a lot of time with the repeated task of manually entering 55 minutes.

    2 votes

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  4. Being able to visibly see which codes require an auth, not just payer wide

    You are able to set up a payer that requires an auth but not all codes require it. Wondering if it would be possible to set this up at the Payer level, Rates tab, Program/Codes tab? Or any of those tabs that have "Code" in it?

    A basic "Yes/No" check box should suffice.

    7 votes

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  5. NewCrop workflow improvement

    When connecting to ePrescribe module, we would like it automatically route to the Tasks page, rather than having to enter in a client

    2 votes

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  6. 1031 - Collections Report

    This report also shows the $0 balance lines, when realistically the collection report should only show anything with balances, so please have an option to remove $0 balance lines or remove $0 balance lines altogether

    4 votes

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  7. Display Client's Preferred Name in Client List

    Display Preferred Name in Client List
    Currently, Procentive only displays a client's legal name, so searching for clients who are transgender or who go by a different name than the one on their ID is difficult. Can we have the client list display a preferred name in the search so we don't have to open profiles to find a client?

    11 votes

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  8. create a self-check in option?

    It would be nice for when clients arrive to an appointment to be able to check in from their phones to let the therapists know they have arrived for an appointment

    11 votes

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  9. Block fax

    It would be nice if you could block a phone number in the fax module. We have a number that keeps faxing to us that contains nothing

    5 votes

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  10. Client Dashboard Clinical/Charting add Program column

    Add a "Program" column under Clinical/Charting on the client's dashboard. Most of our clients switch between multiple programs and many forms are similar between programs. The "Created by" column can give some indication of what program each clinical document is associated with, but it would be immensely helpful to see the program detail at a glance on this quick reference page that's linked in so many places.

    Side note - perhaps remove the client name column in this section, as it's somewhat redundant.

    1 vote

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  11. Increased visibility on Admit & discharge info

    Display and allow editing of Admit and Discharge info (including the "Day Code") on the X12 Claim Data Tab when billing (X12 opens from the "data" hyperlink that's on the "Confirm Invoices" window). Currently, this info is buried in the Change Client window, Admissions tab, and in the "Residential Days" window (opens from the "Edit Days" hyperlink that's on the "Change Time" window), or in the "Service" window (opens from lines in the Residential view of the Time Module). This is a lot of different places to review before billing and frequently one or more gets overlooked or sent incorrectly.…

    2 votes

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  12. Integration with time-tracking software

    Helpful to have an all-in-one platform for payroll, non-billable time-tracking, etc.

    1 vote

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  13. 8031

    We have been using report 8031, as opposed to 8030, since we need more than 2 options to sort the report. 8030 has a nice feature on it where you can have a page break. Can we get a Page Break on the Main Sort on Report 8031 like there is on 8030?

    1 vote

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  14. Exporting

    It would be great if every report had the ability to download to Excel/CSV. It would be even better if you had the option to download everything without all the formatting - ie no subtotal rows, etc. It is a pain to re-format in order to be able to sort/create a pivot table with large amounts of data.

    7 votes

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  15. upload multiple documents

    It would be helpful to be able to upload multiple documents instead of needing to select one at a time.

    2 votes

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  16. Split individual services - outpatient

    I'd like the ability to split a service line for individual services (specifically code H0038 U8) with more than one unit. This will help when needing to rebill claims that deny for billing more than the max allowed per day (8 units/day for this code - and we often bill out more than that) rather than having to re-enter multiple service lines.

    1 vote

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    0 comments  ·  Services (Time)  ·  Admin →
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  17. Client Dashboard Permissions

    Please restrict the client dashboard to show program specific service lines and clinical charting.

    1 vote

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  18. Increasing character limit in Diagnosis Module

    The character limit in the diagnosis module needs to be extended. Not all diagnosis that were added could be written in full due to a character limit.

    1 vote

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  19. 4 votes

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  20. Block autofill

    Wondering if there is a way for Procentive to "block" autofill from happening, if a user has it turned on in their browser settings? I know it's recommended to have it turned off, but curious, if this could be a fail safe, in case this step gets missed.

    1 vote

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